Benefit Management Activity Changes Report

These reports will allow you to return Benefit and Employee Demographic changes during the Start/End Date provided in the filter. Additionally, it will return benefit changes based on the Carrier/Benefit Type/Benefit Plan selected.

Steps for Activity Changes Report

When running the activity changes report, we advise going through it step-by-step as the options for some steps are dependent on your selection in the previous step.

• Select a Package - You can only select one package. Based on the package selected, the Carrier field will populate the Carrier(s) associated with the selected Package.
• Enter a Start and End Date - Based on the Dates entered, only employees enrolled in the selected Benefit Type/Plans will be available on the report.
  • For example, if you want a snapshot of demographic/benefit activity during 5/1/2016 - 5/31/2016, use those dates to populate the report.
• Select Carrier - You can select one, a few, or all Carriers. Based on the Carrier(s) selected, the Benefit Type will refresh and populate the Benefit Type(s) associated with the selected Carrier(s).
  • If no Carriers are displaying, you will need to set up a Carrier by navigating to Settings > Benefit Management > Carriers. For more information about setting up carriers, you can refer to the following article.
  • Once a Carrier is created, you will need to assign a Carrier to a Benefit Plan. To do this, navigate to Settings > Benefit Management and select a Package. Click on the tab "Step 2", select a Benefit Plan, select a Carrier from the drop-down, and click Save. For more information about setting up the carrier for a benefit plan, you can refer to the following article.
• Select Benefit Type - You can select one, a few, or all Benefit Types. Based on the Benefit Type(s) selected, the Benefit Plan will refresh and populate the Benefit Plan(s) associated with the selected Benefit Type(s).
  • If Benefit Types are not displaying, please select a Carrier. Benefit Types will only display once a Carrier is selected. If you have selected a Carrier and Benefit Types are still not displaying, then please assign a Carrier at the Benefit Plan Level. To do this, navigate to Settings > Benefit Management and select a Package. Click on the tab "Step 2", select a Benefit Plan, select a Carrier from the drop-down, and click Save. For more information about setting up the carrier for a benefit plan, you can refer to the following article.
• Select Benefit Plan - You can select one, a few, or all Benefit Plan(s). If Benefit Plans are not displaying, please select a Benefit Type. Benefit Plans will only display once a Carrier and a Benefit Type have been selected.
• Select Employee Department - You can select one, a few, or all Employee Departments.
• Select Employee Status - You can select one, a few, or all Employee Statuses.
• Include Test Employees -  By selecting this box, employees with the last name of "Test" will be included. If left unchecked, employees with the last name of "Test" will be automatically excluded from the report.

Click Refresh and click the PDF and/or Excel icons to download and review your reports.